Elevated Capital Advisors, LLC

Elevated Capital Advisors, LLC (CRD# 226721) is a financial advisory firm headquartered in Draper, UT. They manage $375,281,037 in 2,382 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
11925 South 700 East, Draper, UT 84020
https://www.linkedin.com/company/elevated-capital-advisors-llc/
By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    2,382
    ACCOUNTS
  • Average Account Value
    $157,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY

Financial Advisors at Elevated Capital Advisors, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Cooper Parry, financial advisor Draper UT
Cooper J. Parry
CRD#: 7771544
11925 South 700 East, Draper, UT 84020

Cooper Parry (CRD# 7771544) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has 1 year of experience in the finance industry.

22
Judah Sworney, financial advisor Newnan GA
Judah J. Sworney
CRD#: 7659832
Newnan, GA

Judah Sworney (CRD# 7659832) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Newnan, GA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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